Even though the delivery dates for some of the third-generation iPad models may have slipped to March 19th, there’s still some good news to be had. Per 9to5Mac, the first shipment notifications this week of ‘new iPads’ departing out of Chengdu in Western China. Chengdu, you’ll recall, was the site of a deadly Foxconn explosion on an iPad 2 assembly line last summer.

Per AppleInsider, Piper Jaffray’s Gene Munster told investors on Tuesday that he had recently spoken to a “major TV component supplier” about Apple’s rumored plans to release a connected HDTV. Sources within the supplier reportedly told him that Apple had contacted “regarding various capabilities of their television display components.”

Munster said he viewed the news as “continued evidence that Apple is exploring production of a television.” Prior evidence that the analyst claims to have gathered surrounding an Apple television includes January 2011 meetings in Asia that suggested Apple was investing in manufacturing facilities for LCD displays as large as 50 inches and a September 2011 meeting with a “contact close to an Asian supplier” who claimed prototypes of an Apple set are in the works.

The firm believes Apple could be ready to release a television as early as late 2012, though Munster noted that “the timeline and stope of a revamped content solution is more uncertain.” Various reports have suggested that Apple has run up against resistance from movie and TV studios that are believed to be hesitant to license their content for an Apple television.

The analyst went on to speculate on several possibilities that Apple could make use of to address the content issue. For instance, Apple could simply enable the television to manage pre-existing live TV service from a unified interface, or it could make use of network programming and web-based video services such as Netflix and Hulu. Finally, Munster suggested that Apple could look to offer monthly subscriptions “on an a-la-carte basis” for live TV packages from content providers, but he noted that this is likely the “most challenging scenario” because of existing licensing arrangements.

A separate report claimed late last year that one of Apple’s most-desired features for an Apple television set is customized channel lineups. That report also noted that licensing for such a service would be “obviously much more complicated” than current offerings.

Piper Jaffray projects that Apple could sell 1.4 million of the 106 million internet-connected televisions estimated to be sold this year. The investment bank tentatively estimates that revenues from the device could reach US$2.5 billion in 2012, $4.0 billion in 2013 and US$6.0 billion in 2014.

Munster concluded his note by pointing out that Apple only enters mature markets in order to reinvent them. As such, he does not see Apple entering the TV market without a “revamped TV content solution.”

If you have a good thing that people want, there’s going to be demand.

As such, during the next several hours after Apple’s launch of the third-generation iPad, the company’s online store suffered a catastrophic failure as a result of the impending traffic and transactions that came to its door.

As always, PowerPage head honcho Jason O’Grady had a few opinions to vent about the situation over at the Apple Core. The key point: under Steve Jobs, this wouldn’t have happened, especially to the most valuable technology company in the world.